13F 机构持仓

Creative Planning

OVERLAND PARK KS · SEC CIK 0001540235

2026Q22026Q1 更早 9 个季度 🔒
$1,710.95亿2026Q2 申报市值
4,294持仓数
41.7%前十大占比 · 第一大 10.8%
319 / 141新建仓 / 清仓
申报市值走势$1,710.95亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 10.8%
BND 5.6%
VEA 4.9%
SPDW 4.3%
SPMD 4.0%
IEMG 3.8%
VV 2.4%
AAPL 2.1%
BSV 2.0%
SPYM 1.8%

2026Q2 买入最多 按季末市值估算

BND 加仓+$6.82亿
SPDW 加仓+$5.35亿
BSV 加仓+$5.03亿
IVV 加仓+$4.43亿
SPMD 加仓+$3.11亿

2026Q2 卖出最多 按季末市值估算

VEA 减仓-$2.45亿
VV 减仓-$7,667.47万
VO 减仓-$4,273.09万
HON 减仓-$3,948.08万
AGG 减仓-$3,880.50万

2026Q2 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
MRVI MARAVAI LIFESCIENCES HLDGS I $187.32万0.00%300,199 14,3305.0% $8.94万 加仓
VGLT VANGUARD SCOTTSDALE FDS $188.28万0.00%34,121 13,81968.1% $76.25万 加仓
VOX VANGUARD WORLD FD $188.55万0.00%10,250 -4,091-28.5% -$75.25万 减仓
AAUS EA SERIES TRUST $188.72万0.00%31,588 -103-0.3% -$6,154 减仓
BITB BITWISE BITCOIN ETF TR $188.78万0.00%59,252 -2,478-4.0% -$7.89万 减仓
ACCO ACCO BRANDS CORP $188.91万0.00%454,108 350,542338.5% $145.83万 加仓
DTCR GLOBAL X FDS $189.02万0.00%62,238 9,65318.4% $29.32万 加仓
BCO BRINKS CO $189.17万0.00%20,020 -4,486-18.3% -$42.39万 减仓
TREE LENDINGTREE INC $189.31万0.00%42,744 23,359120.5% $103.46万 加仓
ORA ORMAT TECHNOLOGIES INC $189.36万0.00%17,388 7924.8% $8.63万 加仓
WFRD WEATHERFORD INTL PLC $189.49万0.00%23,250 3,08215.3% $25.12万 加仓
DCO DUCOMMUN INC DEL $190.41万0.00%10,281 2,44031.1% $45.19万 加仓
FER FERROVIAL NV $190.83万0.00%27,814 9,73653.9% $66.80万 加仓
OSIS OSI SYSTEMS INC $191.36万0.00%8,750 -4,556-34.2% -$99.64万 减仓
HAE HAEMONETICS CORP MASS $191.44万0.00%25,526 7,69543.2% $57.71万 加仓
GO GROCERY OUTLET HLDG CORP $191.62万0.00%192,007 157,226452.0% $156.91万 加仓
TFX TELEFLEX INCORPORATED $191.77万0.00%15,129 1,53211.3% $19.42万 加仓
NESR NATIONAL ENERGY SERVICES REU $191.99万0.00%64,146 15,08030.7% $45.13万 加仓
SRRK SCHOLAR ROCK HLDG CORP $192.34万0.00%34,970 5,77819.8% $31.78万 加仓
CWBC COMMUNITY WEST BANCSHARES NE $192.52万0.00%71,675 32,52183.1% $87.35万 加仓
REPL REPLIMUNE GROUP INC $192.80万0.00%174,164 125,083254.9% $138.47万 加仓
ARKQ ARK ETF TR $193.34万0.00%14,623 3,86135.9% $51.05万 加仓
CC CHEMOURS CO $193.94万0.00%94,515 7,2238.3% $14.82万 加仓
ALSN ALLISON TRANSMISSION HLDGS I $194.16万0.00%17,222 2,01513.3% $22.72万 加仓
HYMB SPDR SERIES TRUST $194.50万0.00%76,456 3,3054.5% $8.41万 加仓
NVEC NVE CORP $194.55万0.00%18,608 6,27850.9% $65.64万 加仓
TNC TENNANT CO $194.95万0.00%22,270 11,01497.9% $96.42万 加仓
HTH HILLTOP HLDGS INC $194.97万0.00%50,276 4,2529.2% $16.49万 加仓
MNRO MONRO INC $195.38万0.00%114,191 -2,402-2.1% -$4.11万 减仓
TOWN TOWNEBANK PORTSMOUTH VA $195.91万0.00%54,059 16,97045.8% $61.50万 加仓
AAAU GOLDMAN SACHS PHYSICAL GOLD $196.21万0.00%49,586 -5,926-10.7% -$23.45万 减仓
MIR MIRION TECHNOLOGIES INC $196.51万0.00%109,597 -29,662-21.3% -$53.18万 减仓
ITB ISHARES TR $196.59万0.00%18,816 -2,110-10.1% -$22.05万 减仓
WHR WHIRLPOOL CORP $196.78万0.00%49,920 31,034164.3% $122.34万 加仓
SARO STANDARDAERO INC $196.81万0.00%65,800 37,762134.7% $112.95万 加仓
RYAAY RYANAIR HOLDINGS PLC $196.91万0.00%30,411 -1,940-6.0% -$12.56万 减仓
AGCO AGCO CORP $196.92万0.00%16,451 3,14023.6% $37.59万 加仓
IYG ISHARES TR $197.03万0.00%21,779 -1,276-5.5% -$11.54万 减仓
RM REGIONAL MGMT CORP $197.05万0.00%47,827 36,102307.9% $148.74万 加仓
CGGR CAPITAL GROUP GROWTH ETF $197.05万0.00%41,748 -1,420-3.3% -$6.70万 减仓
PBH PRESTIGE CONSMR HEALTHCARE I $197.20万0.00%41,718 24,364140.4% $115.17万 加仓
BRC BRADY CORP $197.20万0.00%21,536 -801-3.6% -$7.33万 减仓
HGV HILTON GRAND VACATIONS INC $198.17万0.00%37,841 7,02822.8% $36.81万 加仓
NLR VANECK ETF TRUST $198.47万0.00%17,113 6834.2% $7.92万 加仓
PRMB PRIMO BRANDS CORPORATION $198.66万0.00%81,286 6310.8% $1.54万 加仓
IRT INDEPENDENCE RLTY TR INC $199.77万0.00%119,696 29,91733.3% $49.93万 加仓
BBCA J P MORGAN EXCHANGE TRADED F $200.07万0.00%20,128 -5,478-21.4% -$54.45万 减仓
FSLY FASTLY INC $200.32万0.00%109,109 -41,912-27.8% -$76.95万 减仓
IBOC INTERNATIONAL BANCSHARES COR $200.52万0.00%26,401 10,88370.1% $82.66万 加仓
MDXG MIMEDX GROUP INC $200.57万0.00%520,962 385,614284.9% $148.46万 加仓
RAMP LIVERAMP HLDGS INC $200.72万0.00%53,326 -8,583-13.9% -$32.31万 减仓
XMHQ INVESCO EXCHANGE TRADED FD T $200.76万0.00%17,785 -2,719-13.3% -$30.69万 减仓
CVLG COVENANT LOGISTICS GROUP INC $201.02万0.00%45,500 1,8714.3% $8.27万 加仓
DWM WISDOMTREE TR $201.02万0.00%27,456 20.0% $146 加仓
LAZ LAZARD INC $201.10万0.00%47,949 4,48710.3% $18.82万 加仓
FTRE FORTREA HLDGS INC $201.28万0.00%115,677 13,54013.3% $23.56万 加仓
MITK MITEK SYS INC $201.40万0.00%100,052 18,82923.2% $37.90万 加仓
BOKF BOK FINL CORP $201.78万0.00%14,529 1,54811.9% $21.50万 加仓
CNXN PC CONNECTION INC $201.91万0.00%27,663 8,00440.7% $58.42万 加仓
AAUA EA SERIES TRUST $202.07万0.00%35,500 00.0% — 不变
GIL GILDAN ACTIVEWEAR INC $202.50万0.00%39,245 -2,055-5.0% -$10.60万 减仓
IAUM ISHARES GOLD TRUST MICRO $202.70万0.00%50,662 6,09513.7% $24.39万 加仓
REX REX AMERICAN RES CORP $202.73万0.00%44,901 16,65459.0% $75.19万 加仓
IOO ISHARES TR $203.66万0.00%14,909 -1,785-10.7% -$24.38万 减仓
FA FIRST ADVANTAGE CORP NEW $203.93万0.00%112,982 18,59419.7% $33.56万 加仓
SSRM SSR MINING IN $204.28万0.00%72,234 3,3374.8% $9.44万 加仓
PLMR PALOMAR HLDGS INC $204.35万0.00%16,168 -2,498-13.4% -$31.57万 减仓
HWKN HAWKINS INC $204.44万0.00%14,387 3,58733.2% $50.97万 加仓
DFGR DIMENSIONAL ETF TRUST $204.79万0.00%70,689 3350.5% $9,705 加仓
JMST J P MORGAN EXCHANGE TRADED F $205.19万0.00%40,233 5721.4% $2.92万 加仓
HDEF DBX ETF TR $205.42万0.00%63,914 5,3449.1% $17.18万 加仓
NBHC NATIONAL BK HLDGS CORP $205.59万0.00%46,273 35,948348.2% $159.72万 加仓
QTWO Q2 HLDGS INC $205.72万0.00%42,770 -8,452-16.5% -$40.65万 减仓
XLG INVESCO EXCHANGE TRADED FD T $205.84万0.00%33,617 1,9536.2% $11.96万 加仓
SKY CHAMPION HOMES INC $206.53万0.00%23,437 -7,766-24.9% -$68.43万 减仓
BLKB BLACKBAUD INC $207.37万0.00%70,009 53,226317.1% $157.66万 加仓
SCHJ SCHWAB STRATEGIC TR $207.94万0.00%84,322 7,1069.2% $17.52万 加仓
MSGE MADISON SQUARE GARDEN ENTMT $207.98万0.00%25,712 1,6346.8% $13.22万 加仓
SUZ SUZANO S A $208.49万0.00%268,668 175,641188.8% $136.30万 加仓
DLX DELUXE CORP MEDIUM TERM NTS $208.69万0.00%87,391 -17,751-16.9% -$42.39万 减仓
CNOB CONNECTONE BANCORP INC $209.17万0.00%62,552 5,3149.3% $17.77万 加仓
CLM CORNERSTONE STRATEGIC INVEST $209.50万0.00%277,113 74,18436.6% $56.08万 加仓
VCYT VERACYTE INC $209.83万0.00%35,729 17,49295.9% $102.73万 加仓
PPC PILGRIMS PRIDE CORP $209.85万0.00%74,654 39,465112.2% $110.94万 加仓
FG F&G ANNUITIES & LIFE INC $210.46万0.00%79,150 23,94743.4% $63.67万 加仓
IBTH ISHARES TR $210.91万0.00%94,283 24,15634.4% $54.04万 加仓
VCLT VANGUARD SCOTTSDALE FDS $211.48万0.00%28,103 1690.6% $1.27万 加仓
BRBR BELLRING BRANDS INC $211.51万0.00%163,458 76,68688.4% $99.23万 加仓
OPLN OPENLANE INC $211.57万0.00%51,303 12,37031.8% $51.01万 加仓
ARLP ALLIANCE RESOURCE PARTNERS L $211.81万0.00%88,327 -4,787-5.1% -$11.48万 减仓
ZGN ERMENEGILDO ZEGNA N V $211.83万0.00%162,695 41,35734.1% $53.85万 加仓
MAGS LISTED FDS TR $211.89万0.00%32,953 -1,265-3.7% -$8.13万 减仓
REPX RILEY EXPLORATION PERMIAN IN $211.95万0.00%64,304 38,149145.9% $125.74万 加仓
CHDN CHURCHILL DOWNS INC $212.05万0.00%23,656 1,5366.9% $13.77万 加仓
UI UBIQUITI INC $212.06万0.00%3,971 -942-19.2% -$50.31万 减仓
— FIDELITY D & D BANCORP INC $212.10万0.00%41,249 1480.4% $7,610 加仓
VITL VITAL FARMS INC $212.43万0.00%182,656 166,4611,027.9% $193.59万 加仓
SBSW SIBANYE STILLWATER LTD $212.57万0.00%250,380 -32,663-11.5% -$27.73万 减仓
SYBT STOCK YDS BANCORP INC $212.66万0.00%27,810 5,43324.3% $41.55万 加仓
HCSG HEALTHCARE SVCS GROUP INC $212.74万0.00%86,622 26,08943.1% $64.07万 加仓